Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,222 | $102,382-35.3% | $147,005-55.0% | $80,874-18.1% |
| Participation rate | 29.0% | 75.8%-46.8pp | 82.2%-53.1pp | 67.6%-38.6pp |
| Annual return | 8.99% | 134.89%-125.9pp | 418.76%-409.8pp | 35.62%-26.6pp |
| Employer contribution / active EE | $1,013 | $3,715-72.7% | $4,934-79.5% | $2,756-63.2% |
| Participant deferral / active EE | $3,155 | $6,646-52.5% | $8,070-60.9% | $4,297-26.6% |
| Admin fee / account holder | $1,480 | $7,942-81.4% | $13,006-88.6% | $6,935-78.7% |